Funder DirectoryBERNARD & NITA TRUGMAN CHARITABLE TRUST
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Private foundation (trust)EIN 201239032Est. 2004-07

BERNARD & NITA TRUGMAN CHARITABLE TRUST

WORCESTER, MA 01606

Total Assets

$658K

FY 2024

Annual Giving

$29K

FY 2024

Grants Made

13

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$180–$10K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$34K

Total Expenses

$36K

Qualifying Distributions

$29K

Distributable Amount

$31K

Min. Investment Return

$31K

Undistributed Income

$31K

Payout rate 93%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.93%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $180 through median $900 to maximum $10K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $33K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

86 grants

JEWISH FEDERATION OF CENTRAL MA
$57K
6 grants
UNITED SYNAGOGUE OF HOBOKEN
$14K
4 grants
MAZON
$11K
6 grants
AMERICAN JEWISH WORLD SERVICE
$10K
6 grants
CONGREGATION BETH ISRAEL
$10K
4 grants
FRIENDS OF ISRAEL DEFENSE
$9K
2 grants
ANTI DEFAMATION LEAGUE
$9K
2 grants
HEBREW IMMIGRANT AID SOCIETY
$9K
4 grants

Grant Size Distribution

86 grants

<$10K
86
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

Massachusetts
$73K
39% of total
New York
$57K
30% of total
New Jersey
$19K
10% of total
California
$14K
7% of total
Maryland
$12K
6% of total
Pennsylvania
$7K
3% of total
Alabama
$4K
2% of total
Illinois
$2K
1% of total
District of Columbia
$180
0% of total

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BERNARD & NITA TRUGMAN CHARITABLE TRUST — Grants, Financials & Contact | Grantivo